The 1935 Wealth Management Team

About Lindsey

Lindsey Holton, partner, manages investment portfolios for individuals, families, and foundations. She works with her clients to understand their unique situations and develops customized portfolios designed to meet each client’s financial goals. Lindsey is a member of the 1935 Wealth Management Team and helps manage the team’s All Cap Growth and Global Dividend Growth strategies.

Lindsey graduated from DePauw University and now lives in Glenview with her husband and children. She is a member of the Glenview Community Church finance committee and loves to spend time golfing, playing paddle, cooking, and cheering on her three kids.

 

Professional Recognition and Awards

  • Forbes America's Top Women Wealth Advisors Best-in-State 2022 1

 

1 Forbes America's Top Women Wealth Advisors Best-in-State; Ranking algorithm based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.

 

About William Blair

William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*

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1935

Year William Blair was founded

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+1,850

Employees worldwide

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+131 billion

Client assets

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87 Years

Independent and employee-owned

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20+

Offices worldwide

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+700

Companies under coverage

As of March 31, 2022
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.

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